Top forecaster Norman Fosback says “the market’s fundamental position has evolved to the most favorable alignment in 20 years,” and sees big gains for stocks over the next year and…
Category: Historical Lessons
Report: Stocks Cheapest Since 1990
Stocks are cheaper than they’ve been in more than two decades, according to a new report from Bespoke Investment Group. According to CNBC.com, Bespoke says in its 2012 outlook report…
Siegel on Dividends -- and Why So Many Missed the Crash
Author and Wharton Professor Jeremy Siegel says dividends could — and should — be coming back into favor. In an interview with The Motley Fool’s Morgan Housel, Siegel discusses the…
The 90% Debt/GDP Threshold: Reality or Myth?
Over the past year-and-a-half, many prominent strategists have cited the research of Carmen Reinhart and Kenneth Rogoff in contending that the U.S. will be in big trouble if its debt-to-GDP…
Shiller: Stimulus Worked -- Now We Need More
Yale Economist Robert Shiller says the focus on austerity by governments around the world is similar to what happened late in the Great Depression — and he says such a…
The Zweig Approach: Beating The Market With A Conservative Growth Strategy
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the Martin Zweig-inspired strategy, which has averaged annual…
Krugman on Why Politicians Don't Get Debt
For much of 2011, politicians have been squabbling over how to pare the U.S.’s deficit. But Paul Krugman says they’re misguided in doing so. “This misplaced focus said a lot…
Key Lessons From The Gurus
In an interview with MoneyShow.com, Validea CEO John Reese discusses which of his “Guru Strategies” has performed best over the long haul, and some of the key lessons he’s learned…
Gross: Low Rates May Be Obstructing Recovery
Could central banks’ near-zero interest rate policies actually be hampering growth rather than stimulating it? PIMCO’s Bill Gross says that may well be the case. In an op-ed piece for…
O'Shaughnessy On How To Deal With The "Cruel Beast"
The emotional ups and downs of the past few years have had many investors jumping in and out of the stock market in alternating bouts of fear and relief. Quantitative…